LH Masterlog Agent
An example of a tailored build for a national field-sales organization, in daily use by field reps today. It keeps every job current from the first appointment to paid, keeps the whole office notified, and gives reps their evenings back. It is an example of what Praxion can make for any company.
Everything a field rep does after the handshake — handled
Grouped the way a rep’s day actually runs. Every item below is a real capability of LH Masterlog Agent.
Plan the day
- The day added up when you open it
- Stops in the order you’ll drive them
- Push alerts the moment something on your book changes
- One next thing per customer — always true
Price at the table
- Price in front of the customer; every version saves itself
- Three ways to do the house, priced and drawn
- Coupons and same-day discounts worked out for you
- A clean quote the customer opens on their phone
Paperwork, audited
- Exhibit A and B drawn to match the quote both ways
- Your quote and your CRM checked against each other
- A 0–100% completion bar that unlocks Sale
- Paperwork mismatches caught before install asks
- Clean-install audit: money, sheets, photos and DocuSign checked nightly
Install, without the back-and-forth
- Install dates and arrival windows booked once
- Install-team requests pre-fixed on the same form
- The cover sheet fills itself in
- Every job checked every night — Action Needed
Follow-up that happens
- Reviews and referrals asked for at the right moment
- Cancel requests met with a drafted save offer
- A personal thank-you written before the truck
- A business line per rep: texts, calls and email in one thread
- Send windows and quiet hours hold anything customer-bound
Pay, team and coaching
- Commission audit: every payday checked, short ones flagged
- Miles, expenses and a running tax estimate
- Team scoreboards in the office chat
- Recorded demos graded for coaching
- Leaf Assistant guide answers how-to questions from the manual
Everybody notified. Nothing slips.
A sale, a cancellation, an install date or a request reaches the rep, the manager, the regional and the install team together, the moment it happens. Leadership opens the same jobs in the portals; requests land on the rep’s job card and close when done.
- Office-wide notifications for sales, cancellations, install dates and problems
- Nightly audit of every open job, with a short, true list per rep and per office
- Manager, Regional and Install portals that talk to the rep’s dashboard both ways, with Praxis TruePair and time off
- Admin-granted access, hierarchy or company-wide visibility
Praxis EaveDrop, TrueEdge, Virtual Sales Rep and Predictive Canvas come built in
LH Masterlog Agent is where the suite comes together: measurements from Praxis EaveDrop, every rep’s score from Praxis TrueEdge, every conversation on Praxis Virtual Sales Rep, and the neighborhood canvas from Praxis Predictive Canvas — all on the same job card.
Proven on gutters. Tailorable to whatever you sell.
The same CRM connector, estimator, drawings and measurements, paperwork check, completion bar, install booking, commission check and marketing automations can be set up for any product line. Each new line’s price sheet, measurements, paperwork and install rules go in, and everything else works the way it already does.
- Gutter protection — live
- Windows & doors
- Siding
- Roofing
- Bath & shower
- Solar
- HVAC
- Basement & foundation
- Holiday & accent lighting — live
What changes in your build — and what you keep
Tailored to your company
- Your products, pricing and paperwork rules
- Any CRM, any connector — Zapier, Make, webhooks, or no API at all
- Your audits, alerts and who gets notified
- Your design, laid out the way your reps need it
- Your leadership layers, titles and visibility rules
Proven and kept
- The job card tracked from appointment to paid
- The estimator, drawings and completion bar
- Nightly audits and one-tap corrections
- Approve-first for anything customer-facing
- Per-rep data scoping and encrypted secrets
See it working, then picture it for your team
The demo is read-only and uses made-up customers. It is an example of what can be made for any company.